Universal Banker III (North Oak)

NASB • Kansas City, KS

3d • Onsite

About The Position

North American Savings Bank is seeking a Universal Banker III for its North Oak Savings team. This role provides retail banking products and services and serves as a single point of contact for customers throughout their banking needs. The Universal Banker III is the branch’s primary relationship-growth banker and individual contributor, responsible for cultivating new relationships, deepening existing ones, generating referrals, supporting business development, and contributing to branch growth objectives.

The position combines everyday banking and account support with consultative customer conversations, proactive outreach, and relationship development. The banker also supports branch operations and teammates, helps onboard and informally mentor newer Universal Bankers, and works in accordance with bank policies, procedures, and regulatory standards.

The role is based at the North Oak branch and follows Monday–Friday hours with alternate Saturday mornings. Occasional travel between branch locations may be required.

Requirements

• High school diploma or equivalent.
• Minimum 3–5 years of retail banking, sales, or financial services experience.
• Demonstrated success developing customer relationships, identifying customer needs, generating referrals, and achieving sales, growth, or customer acquisition objectives.
• Advanced knowledge of retail banking products and services.
• Ability to identify customer needs and provide consultative recommendations.
• Attention to detail and accuracy in transaction processing and documentation.
• Strong listening, communication, and problem-solving skills.
• Ability to apply sound judgment within policies, procedures, and regulatory requirements.
• Strong cash-handling skills, including accurately identifying currency denominations.
• Computer proficiency, including Microsoft Office and core banking systems.

Nice To Haves

• Two or more years of college.

Responsibilities

• Assist customers with deposits, withdrawals, payments, account questions, and other everyday banking needs.
• Process transactions accurately and efficiently, resolve customer issues, and provide clear, practical solutions.
• Build customer relationships by understanding customer priorities and identifying ways to improve or simplify their banking experience.
• Recommend solutions that meet customer needs and strengthen long-term relationships.
• Open and service deposit accounts and assist with basic IRA and loan payment transactions.
• Maintain accurate and up-to-date customer information.
• Follow bank policies, procedures, and regulatory standards to support safety and soundness.
• Balance cash, process transactions, and complete operational tasks accurately.
• Conduct proactive outreach to existing and prospective customers and perform customer relationship reviews.
• Identify opportunities to increase customer engagement, product utilization, and relationship depth.
• Support branch deposit growth, customer acquisition, and product expansion objectives.
• Generate referrals for mortgage, consumer lending, and other bank products and services.
• Participate in branch business development and community engagement activities.
• Serve as a resource for teammates on products, services, and relationship-building practices.
• Assist with onboarding, development, and informal mentoring of newer Universal Bankers.
• Share best practices for customer conversations and relationship growth.
• Support branch leadership in achieving branch goals and sales initiatives.

Benefits

• Comprehensive health insurance, including medical, dental, and vision coverage.
• 401(k) retirement plan with a 50% employer match on the first 6% of the employee’s contribution.
• Paid time off, including 11 holidays, the employee’s birthday, and volunteer time.
• Exclusive mortgage and banking benefits.
• Employee referral bonuses.
• Internal training and development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED